Creating and distributing forms, applications, and other documents that need user input can be done quite effectively with PDF forms. But making a PDF form that can be filled out and edited might be challenging for some. Fortunately, creating a fillable PDF form is fairly simple if you have the necessary tools and a little understanding. In this guide, we’ll look more closely at how to use Lumin to create a fillable PDF form.
Creating a Form in PDF Format
To create a fillable PDF form, first, open a blank one. Lumin will be used in this example, but a variety of PDF editing tools can be used to do this.
To create a form using Lumin, follow these simple steps:
- Open Lumin in your web browser.
- Click the “New Document” button to create a new blank PDF document.
- Choose “Form” as the document type.
- Choose a template or create a blank form.
- Save your form.
Adding Form Fields
The next step in creating a fillable PDF form is to add form fields to the document. Form fields are the areas of the form where users can input information. There are several different types of form fields that can be added to a PDF form, including text fields, check boxes, radio buttons, and dropdown menus. From there, you can start to edit PDFs.
To add form fields to your PDF form, follow these steps:
- Open your PDF form in Lumin.
- Click on the “Form Fields” tab in the left-hand toolbar.
- Choose the type of form field you want to add.
- Click and drag to create the form field in the desired location on the form.
- Repeat this process for each form field you want to add.
Setting Form Field Properties
After adding form fields to your PDF form, you can edit their properties to suit your needs. Form field properties include the field name, the default value, and the text formatting.
To set form field properties in Lumin, follow these steps:
- Select the form field you want to edit.
- Click on the “Properties” tab in the right-hand toolbar.
- Choose the property you want to change.
- Enter the new value for the property.
- Click “Apply” to save your changes.
Adding Interactive Elements
PDF forms offer more than just form fields – they can also include interactive elements such as buttons and links that provide additional functionality. These components allow users to access supplementary resources or submit the form with ease.
To add interactive elements to your PDF form using Lumin, follow these steps:
- Click on the “Interactive” tab in the left-hand toolbar.
- Choose the type of interactive element you want to add.
- Click and drag to create the element in the desired location on the form.
- Customize the properties of the element as needed.
Making the Form Editable
Once you have created your fillable PDF form, you may want to allow others to edit the form as well. This can be done by making the form editable.
To make a PDF form editable using Lumin, follow these steps:
- Open your PDF form in Lumin.
- Click on the “Permissions” tab in the left-hand toolbar.
- Choose “Enable Editing” from the dropdown menu.
- Choose the level of editing you want to allow.
- Save your changes.
Saving and Distributing the Form
Once you have created your fillable PDF form and made it editable, you can save it and distribute it to others. The form can be saved and distributed using Lumin’s customer tools and mobile apps.
To save and distribute your fillable PDF form using Lumin, follow these steps:
- Click on the “Save” button in the top right-hand corner of the Lumin window.
- Choose a location to save the form, and give it a descriptive name.
- Click “Save” to save the form to your computer.
- You can send the form as an email attachment or upload it to a document management system to distribute it.
Lumin’s mobile apps allow you to access and edit your fillable PDF forms on the go, making it easier to collect and process information from customers.
Document workflows and approval workflows can be made more efficient with the use of PDF forms. Lumin’s document workflow solutions include PDF document approval workflows and contract workflows, making it easier for businesses to manage their documents and streamline their processes.
In conclusion, creating fillable and editable PDF forms is essential in today’s digital age. PDF forms are popular for businesses and organizations looking to collect and process information from customers, clients, or employees. With the help of Lumin, creating and distributing fillable PDF forms has never been easier.
Whether you need to collect data from customers, process employee information, or manage contracts, creating fillable and editable PDF forms is a skill that can benefit any organization. With Lumin’s user-friendly tools and mobile apps, you can create professional-looking PDF forms that are easy to use and distribute to others.